Visionary Horizons, LLC
Visionary Horizons, LLC is an independent registered investment advisor based in Knoxville, Tennessee, founded in 2011. The firm serves individuals, families, and businesses, with a particular focus on personal financial planning and community-centric wealth management, introducing a 'Community Family Office' model to deliver holistic wealth advice and life planning. As of July 2024, Visionary Horizons manages approximately $252.6 million in assets for over 1,200 client accounts, and employs a team of financial planning professionals and support staff focused on client relationships and strategic planning. The firm primarily serves individual investors, including high net worth clients, and is committed to delivering tailored financial solutions centered on integrity and long-term success.
Investment Strategy
Visionary Horizons leverages a holistic and personalized approach to wealth management, emphasizing deep relationships, integrity, and long-term planning. Through its proprietary 'Community Family Office™' platform, the firm integrates financial coaching, investment management, and life planning to address clients' financial and personal needs. Their investment philosophy stresses strategic thinking, focused attention, and communication, aiming to help clients navigate both personal and business finances in today's evolving financial landscape. Typical investments include actionable portfolio management for individuals, especially high net worth clients, with an emphasis on diversified holdings, prudent risk management, and client education.
Top Holdings
Equity Positions (111)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SCHG | SCHWAB STRATEGIC TR | 17.95% | $32.2M | 1,008,318 | $22.09 | $31.91 | +$4.2M |
S SPYV | SPDR SERIES TRUST | 13.67% | $24.5M | 442,761 | $47.72 | $55.33 | +$1.5M |
M MRSK | NORTHERN LIGHTS FD TR | 4.87% | $8.7M | 244,777 | $33.53 | $35.63 | +$4.2M |
A AVUV | AMERICAN CENTY ETF TR | 4.14% | $7.4M | 74,465 | $93.35 | $99.53 | +$927.8K |
F FNDF | SCHWAB STRATEGIC TR | 4.07% | $7.3M | 169,728 | $34.09 | $42.96 | +$583.9K |
Options Positions (1)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
U ULTA | ULTA BEAUTY INC | New | Put | $300.2K | 5 | $546.75 | $546.75 | +5 | +$300.2K |